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Oct 30, 2012
10/12
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>> caller: what do you think about united states oil fund? uso? >> no, no, no. we're not going to buy any of those ones that are -- these don't work. in "getting back to even" i explain why they don't work. i need you in an oil and gas company. i'm sensitive to conoco. by the way, i think you can do that lnco, holds up well. and they've got a good yield. abraham in south carolina. >> caller: hey, jim. man, i love your show. boo-yeah. >> thank you, thank you. >> caller: my question is about anxn. >> people have really decided to back away from this one. it's almost like they decided this one went up too much and they're rotating into gilead. i agree. let's go to mike. >> caller: hey, jim. looking for high dividends. i bought windstream. it dropped 50%. i want to know whether to hold it, sell it or get some more. >> i was staying at the best western, visiting my friend professor groover and doing a q&a and they had a windstream phone. i still don't like it. centurylink is the better play. i think windstream has more challenged business model than centurylink. paul
>> caller: what do you think about united states oil fund? uso? >> no, no, no. we're not going to buy any of those ones that are -- these don't work. in "getting back to even" i explain why they don't work. i need you in an oil and gas company. i'm sensitive to conoco. by the way, i think you can do that lnco, holds up well. and they've got a good yield. abraham in south carolina. >> caller: hey, jim. man, i love your show. boo-yeah. >> thank you, thank you....
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Oct 19, 2012
10/12
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CNBC
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. ♪ >>> believe it or not, the united states of america is perhaps the strongest big economy on earth right now. europe's struggling to stay afloat. china's slowing down. but despite all the gloom and doom you hear endlessly from politicians on both sides of the aisle, the u.s. is actually coming back and we're coming back stronger than you think. that's one of the reasons why we came out here to youngstown, ohio, which is not just sitting on top of a gigantic natural gas deposit, it's also the industrial hub of the largest state in the rust belt. that's why we're in canton. but you know what? maybe the rust belt isn't quite so rusty anymore. everybody acts like all the good manufacturing jobs have gone to china, yet the best manufacturers on earth are still right here in america. take timken, tkr, an ohio-based company that was founded more than a century ago, when they made roller bearings for mule-drawn carts. these days timken makes the bearings for precision tasks like the mars rover and the wheels on your jet aircraft. the industrial renaissance is happening right here in ohio.
. ♪ >>> believe it or not, the united states of america is perhaps the strongest big economy on earth right now. europe's struggling to stay afloat. china's slowing down. but despite all the gloom and doom you hear endlessly from politicians on both sides of the aisle, the u.s. is actually coming back and we're coming back stronger than you think. that's one of the reasons why we came out here to youngstown, ohio, which is not just sitting on top of a gigantic natural gas deposit,...
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Oct 22, 2012
10/12
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CNBC
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others are seeing some weakness in the united states, although by all means the u.s. is the strong nest the trio. here is the thing. well can put a bridge over the abyss. right now one of the reasons the united states is holding soup well is the federal reserve is making cheap money available to those who want to buy a house or a car. that doesn't mean that anybody who wants to, can get a loan. the banks are still running scared. the paperwork to get loans is stunning, mind-boggling. it's almost as if the banks don't want to make loans and are hiding behind the paperwork as a way to do so. europe, the governments over there -- [ buzzer ] -- not in a bridge-building mode [ booing ] policies that widen the cliffs, inflicting vicious austerity plans that are stunting growth and hurting earnings. you're seeing in our tech companies which have made europe a key part of their growth strategies. that turned out to be a terrible bet. even after this huge decline, cannot be owned. then there is china. china is the battleground right now. we have some companies calling the bott
others are seeing some weakness in the united states, although by all means the u.s. is the strong nest the trio. here is the thing. well can put a bridge over the abyss. right now one of the reasons the united states is holding soup well is the federal reserve is making cheap money available to those who want to buy a house or a car. that doesn't mean that anybody who wants to, can get a loan. the banks are still running scared. the paperwork to get loans is stunning, mind-boggling. it's...
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Oct 31, 2012
10/12
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CNBC
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six new development projects and four expansions, both in the united states and in canada. actually, we just announced yesterday morning, we purchased two centers in montreal. one northwest of the city and one due east of the city. we will have a head start in canada as we roll out our canadian strategy. >> are there enough people in canada to make a difference? i said how many could you really open there? >> well, we have identified with our partner rio-can development trust, about ten sites which we think we can roll out over the next five to seven years. we have purchased three. we have expansion capacity in each of those three. so we're well along executing the project. >> the dividend increases consistent, 5% most recently. if you get up to, say, 99.9 and then you stay there, how do you raise it each year? you have a 21% increase in the rollovers, right? >> well, our rents continue to be driven -- we were actually -- our rent spreads were 25% year to date. but that's a reflection of our tenant sales, which are way up. the tenants can afford to pay a little bit more. it
six new development projects and four expansions, both in the united states and in canada. actually, we just announced yesterday morning, we purchased two centers in montreal. one northwest of the city and one due east of the city. we will have a head start in canada as we roll out our canadian strategy. >> are there enough people in canada to make a difference? i said how many could you really open there? >> well, we have identified with our partner rio-can development trust, about...
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205
Oct 9, 2012
10/12
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CNBC
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or we can recognize that the united states has begun to reassert itself as the dominant market on the globe, filled with many stocks that simply aren't impacted by world events and others that have enough domestic business to offset any global worries out there. today is the perfect example. we woke up to news that once again, some data point from china showed a further decline in that clearly faltering economy. then the book of negativity was tossed to europe where we saw still more dillydallying. will spain take the bailout or not? it's the european spinoff of deal or no deal. by the time we get to our market as represented by the s&p futures i saw this morning at 4:00 a.m., we were looking down substantially, aided by some world bank survey that downgraded global growth. i have to admit that when i heard the litany, my first reaction was all right, here we go again. get ready to batten down the hatches because of the chinese slow down and the european stalemate. i tweeted just that at 4:15. on jim cramer@twitter. i said here we go again, get ready. but the more i thought about it,
or we can recognize that the united states has begun to reassert itself as the dominant market on the globe, filled with many stocks that simply aren't impacted by world events and others that have enough domestic business to offset any global worries out there. today is the perfect example. we woke up to news that once again, some data point from china showed a further decline in that clearly faltering economy. then the book of negativity was tossed to europe where we saw still more...
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Oct 2, 2012
10/12
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CNBC
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states. the only time i've ever had a break is when i was on maternity leave. i have retired from doing this one thing that i loved. now, i'm going to be able to have the time to explore something different. it's like another chapter. with the blackish-blue frame and the white dots and the splattered paint pattern, your lights are on. what? [ male announcer ] the endlessly customizable 2013 smart. >>> want something to buy here? how about taking part in the 3.63 million share offering right now by b & g foods? here's a little company that's one of the biggest wins, they buy old line sleepy brands and revitalizes them. making a ton of money for all the shareholders. david wenner the ceo has got brands like vermont made, cream of wheat and regina salad dressing, ortega and las palmas, b & m baked beans. and polaner jams and b & g pickles. they bought also scotch guard, as well as mrs. dash and molly mcbutter and other shelf takers. these are all from unilever. those little brands didn't move th
states. the only time i've ever had a break is when i was on maternity leave. i have retired from doing this one thing that i loved. now, i'm going to be able to have the time to explore something different. it's like another chapter. with the blackish-blue frame and the white dots and the splattered paint pattern, your lights are on. what? [ male announcer ] the endlessly customizable 2013 smart. >>> want something to buy here? how about taking part in the 3.63 million share offering...
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Oct 4, 2012
10/12
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but the disease only affects about 8,000 people in the united states. within that population, is your represent ta's drug is only meant to be effective on about 13% of the patients. that's what makes this an orphan drug. fda gives or fans all kinds of special incentives. once these orphan drugs hit the market, the companies can charge hundreds of thousands of dollars a year for a course of treatment. it's great nish and saves the system. it's not doing anything bad to the system. but first the drug needs to be approved. in order to do that, you need to get good data. today, sarepta came out with phase 2 data on the drug. that was not just good, it was down right incredible. it was supposed to slow or halt the progress of the disease. but in the data we got today, sarepta's drug didn't nearly -- merely halt the progress, it led to improvement in patients' ability to walk, not just slowed deterioration. these results were better than the most bullish of the bulls could have hoped for. the drug has to be approved by the fda. but after this data, it's on an
but the disease only affects about 8,000 people in the united states. within that population, is your represent ta's drug is only meant to be effective on about 13% of the patients. that's what makes this an orphan drug. fda gives or fans all kinds of special incentives. once these orphan drugs hit the market, the companies can charge hundreds of thousands of dollars a year for a course of treatment. it's great nish and saves the system. it's not doing anything bad to the system. but first the...
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Oct 2, 2012
10/12
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WBAL
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states but you have huge exposure. in your most recent comps you actually talk about -- what it's like in japan, china, brazil, canada. mexico. and these are doing very well. >> they are indeed. we're in 21 countries and with the exception of a few countries in europe, the rest of the world is actually doing really well. including some of the places in europe and northern europe, the u.k., turning the corner. so something europe has still got a ways to go. i would say the world after three or four years of being very soft in our business has really firmed up and is doing quite well. >> okay. how do you deal with the perception of the gloom and doom? in other words, if someone were to turn you on and say this man obviously has no real exposure to the economies, he would know better than you, but no one has the exposure you have? >> this is not new news, the fact that europe is in trouble is not new news. that has been more than adequately reflected in our valuation. in fact, i did the math at one point. i thought it was
states but you have huge exposure. in your most recent comps you actually talk about -- what it's like in japan, china, brazil, canada. mexico. and these are doing very well. >> they are indeed. we're in 21 countries and with the exception of a few countries in europe, the rest of the world is actually doing really well. including some of the places in europe and northern europe, the u.k., turning the corner. so something europe has still got a ways to go. i would say the world after...